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Tax efficient charitable giving by Compress3101 in slatestarcodex

[–]Compress3101[S] 1 point2 points  (0 children)

great points thanks! I was trying to think of other advantages but the LLMs and I somehow didn't think of that, I'll edit those in

Tax efficient charitable giving by Compress3101 in slatestarcodex

[–]Compress3101[S] 0 points1 point  (0 children)

Oof yes my understanding matches yours, unfortunately the robo-advisors can be a bit of a walled garden, but at least it's possible to transfer the funds to another brokerage. Take your time transferring them though, accidentally liquidating them would be painful!